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Marshall Financial Group (Maryland)’s ExxonMobil XOM Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$460K Sell
3,363
-704
-17% -$105K 0.07% 219
2026
Q1 		$690K Sell
4,067
-995
-20% -$145K 0.11% 174
2025
Q4 		$609K Sell
5,062
-957
-16% -$111K 0.12% 185
2025
Q3 		$679K Sell
6,019
-592
-9% -$65.8K 0.13% 168
2025
Q2 		$735K Sell
6,611
-202
-3% -$21.6K 0.14% 160
2025
Q1 		$810K Buy
6,813
+147
+2% +$16.3K 0.18% 137
2024
Q4 		$717K Sell
6,666
-807
-11% -$94.4K 0.17% 138
2024
Q3 		$876K Buy
7,473
+4,527
+154% +$523K 0.21% 132
2024
Q2 		$339K Buy
2,946
+60
+2% +$6.99K 0.09% 144
2024
Q1 		$335K Buy
2,886
+39
+1% +$4.08K 0.1% 142
2023
Q4 		$285K Sell
2,847
-96
-3% -$10.1K 0.09% 151
2023
Q3 		$346K Sell
2,943
-263
-8% -$28.8K 0.12% 140
2023
Q2 		$344K Sell
3,206
-92
-3% -$10K 0.12% 138
2023
Q1 		$362K Sell
3,298
-13
-0.4% -$1.44K 0.13% 142
2022
Q4 		$365K Buy
3,311
+200
+6% +$21.4K 0.14% 134
2022
Q3 		$272K Sell
3,111
-22
-0.7% -$2.01K 0.11% 152
2022
Q2 		$268K Buy
3,133
+179
+6% +$16.1K 0.11% 160
2022
Q1 		$244K Buy
+2,954
New +$230K 0.1% 188

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Marshall Financial Group (Maryland)'s XOM Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its ExxonMobil (XOM) stake by 17% in Q2 2026, selling an estimated $105K and leaving 3,363 shares worth $460K. The position accounts for 0.07% of the portfolio, ranked #219.

Marshall Financial Group (Maryland) first reported a position in XOM in Q1 2022 and has held it in 18 quarters since. The position peaked at $876K in Q3 2024. 2,134 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Marshall Financial Group (Maryland) held 3,363 shares of ExxonMobil worth $460K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 704 ExxonMobil shares in Q2 2026, an estimated $105K.
  • ExxonMobil made up 0.07% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #219 holding.
  • Marshall Financial Group (Maryland) first reported a position in ExxonMobil in Q1 2022 and has held it in 18 quarters since.
  • Marshall Financial Group (Maryland)'s ExxonMobil position peaked at $876K in Q3 2024.
  • 2,134 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.